IHD vs IOZ vs SSO

IHD
IOZ
SSO
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IHD, IOZ and SSO hold at least 299 companies between them. 18 are in every one of them, and IHD and IOZ are the most alike: 37% of each is the same companies.

Side by side

IHD IOZ SSO

FundiSharesiSharesState Street

Asset classASX sharesASX sharesASX shares

Fee a year0.23%0.05%0.50%

Fund size$367.0m$8.2b$27.8m

Holdings55206206

1Y price return−0.5%−4.1%−2.3%only priced since 2026-09-25

Distribution yield4.29%3.54%Not yet

Look-through coverage99.2%99.1%98.9%

Return, last year

change since the start

share of each fund

BHP BHP GROUP LIMITEDIn 2 of 3IHD10.3%IOZ11.6%SSOnot held
ANZ ANZ GROUP HOLDINGS LIMITEDIn 2 of 3IHD10.3%IOZ4.4%SSOnot held
RIO RIO TINTO LIMITEDIn 2 of 3IHD10.3%IOZ2.3%SSOnot held
NAB NATIONAL AUSTRALIA BANK LIMITEDIn 2 of 3IHD9.6%IOZ4.6%SSOnot held
CBA COMMONWEALTH BANK OF AUSTRALIA.In 1 of 3IHDnot heldIOZ9.5%SSOnot held

and 289 more companies the funds hold

How alike they are

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See IHD + IOZ + SSO as one portfolioEvery company, where you'd own it twice What moved IHD this monthIts biggest gains and falls, by company